See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,748 | $81,208+112.7% | $98,907+74.7% | $79,858+116.3% |
| Participation rate | 60.4% | 72.5%-12.1pp | 76.0%-15.6pp | 69.6%-9.3pp |
| Annual return | 14.96% | 60.99%-46.0pp | 196.43%-181.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,279 | $1,960+16.3% | $2,689-15.3% | $2,471-7.8% |
| Participant deferral / active EE | $6,821 | $3,265+108.9% | $4,244+60.7% | $3,740+82.4% |
| Admin fee / account holder | $3,038 | $6,013-49.5% | $6,642-54.3% | $5,306-42.7% |